Trusted Advisors Guild
Mastering the Rockefeller Habits Testimonials

“Thanks to Sandy and David for their roles as facilitators and teachers of the two-day program “Mastering the Rockefeller Habits.” The content was excellent, but more critical than content were your roles as facilitators; you were able lead us through the program in a way that engaged the group to think beyond the obvious constraints and envision how to get our firm to the next level.”

Frank A Devita, P.E.
President, Devita

"Just following up after the Mastering the Rockefeller Habits workshop last week. As founder and Managing Director of our firm, I found it very helpful. It will guide me and my team to make better assessments of the business. I am on my way to achieving my goals and enjoying the success that I desire."

Dion Stoutt, Managing Director,
STO Enterprises, LTD

“I loved it! Mastering the Rockefeller Habits provides a great framework for business planning and implementation.”

Diane Irvin
Founder, Strategic Programs

“We are getting everyone aligned on a single focal point and focusing on our theme for the coming year. We’ve revised our habits to enroll our managers in our daily huddles on priorities, metrics and where we are stuck. We look forward to the entire company becoming aligned with our business strategy.”

Christine Stopps,
Chief Financial Officer,YES Communities

“Wow, where to start. Mastering the Rockefeller Habits created profound and positive change inside our firm. It gave us clarity and a way of thinking about our top 3 priorities. It gave us a way of making decisions. I particularly love the leading vs., lagging indicators—our leading indicator is profit per employee.

We now have one-year and three-year goals, that we’ve turned those into quarterly plans to reach our targets. We started doing daily huddles and it’s really helped us keep on top of time sensitive deliverables. The word huddle is now in our vocabulary.”

Robbin Phillips, President, Brains on Fire

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